AII · American Integrity Insurance Group, Inc. · Shareholders & Ownership

$27.84 -0.75 (-2.62%) Q2 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$560.18M

19.59M

Volume · Oct 28 68.21K Avg daily vol (3M) 197.61K

Every disclosed holder of AII in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns AII

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	105	10,882,619	55.54%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	2	6,868,770	35.06%	Yes
Remaining	—	1,842,038	9.40%	Rest
Registered funds (N-PORT, not summed)	123	4,326,408	22.08%	No

Shares outstanding: 19,593,427, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of AII

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	SOWELL JAMES E Insider CIK 1034495 · Jun 9, 2026 10% Owner, issuer-wide, not summed	4,610,180	23.53%	+136,356	Jun 9, 2026	10% Owner, issuer-wide, not summed
1.1	James E. Sowell 13G CIK 1034495 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor	4,473,824	22.83%	-2,648,237	Dec 31, 2025	Rule 13d-1(d), exempt investor
2	Ritchie Robert C Insider CIK 2063843 · Oct 14, 2026 Director, Chief Executive Officer, 10% Owner, issuer-wide, not summed	1,733,997	8.85%	-26,436	Oct 14, 2026	Director, Chief Executive Officer, 10% Owner, issuer-wide, not summed
2.1	Robert C. Ritchie 13G CIK 2063843 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor	2,394,946	12.22%	-534,554	Dec 31, 2025	Rule 13d-1(d), exempt investor
3	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,527,196	7.79%	+53,365	Jun 30, 2026	carried, not yet filed for the newest quarter
4	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	1,257,057	6.42%	-3,112	Sep 30, 2026
4.1	Wasatch Micro Cap Fund Fund S000000885 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	609,256	3.11%	+125,306	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
4.2	Wasatch Micro Cap Value Fund Fund S000000886 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	352,744	1.80%	0	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
5	Mink Brook Asset Management LLC 13F CIK 2052205 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	977,969	4.99%	+135,531	Jun 30, 2026	carried, not yet filed for the newest quarter
6	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	888,115	4.53%	+138,225	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	343,759	1.75%	+55,143	Jun 30, 2026	iShares Trust, not summed
6.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	122,377	0.62%	+56,261	Jun 30, 2026	iShares Trust, not summed
6.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	40,142	0.20%	+9,812	Jun 30, 2026	iShares Trust, not summed
6.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	20,442	0.10%	+7,000	Jun 30, 2026	Quantitative Master Series LLC, not summed
6.5	iShares Russell Small/Mid-Cap Index Fund Fund S000050373 · Registered fund · Jul 31, 2026 BlackRock Funds, not summed	2,072	0.01%	0	Jul 31, 2026	BlackRock Funds, not summed
7	Pacific Ridge Capital Partners, LLC 13F CIK 1591546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	579,444	2.96%	+190,024	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Freestone Grove Partners LP 13F CIK 2007591 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	491,272	2.51%	-67,925	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Clark David Lewis Insider CIK 2065550 · May 22, 2026 Director, Chairman, issuer-wide, not summed	484,889	2.47%	+5,830	May 22, 2026	Director, Chairman, issuer-wide, not summed
10	Column Small Cap Select Fund Fund S000082920 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	462,388	2.36%	-23,931	Aug 31, 2026	Trust for Professional Managers, not summed
11	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	458,520	2.34%	+3,687	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	368,687	1.88%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	326,884	1.67%	-42,402	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	79,074	0.40%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
13.2	Multi-Asset Strategy Fund Fund S000055522 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	43,161	0.22%	-86	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
13.3	Multi-Strategy Income Fund Fund S000048356 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	18,905	0.10%	-38	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
13.4	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	17,598	0.09%	-400	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
13.5	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	5,730	0.03%	—	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	294,097	1.50%	+28,419	Jun 30, 2026	carried, not yet filed for the newest quarter
15	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	293,644	1.50%	-45,469	Jun 30, 2026	carried, not yet filed for the newest quarter
16	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	282,447	1.44%	+85,753	Jun 30, 2026	carried, not yet filed for the newest quarter
17	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	216,320	1.10%	+29,551	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	4,200	0.02%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
17.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	276	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
18	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	216,145	1.10%	+17,760	Jun 30, 2026	carried, not yet filed for the newest quarter
19	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	209,330	1.07%	-84,113	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Adara Smaller Companies Fund Fund S000047045 · Registered fund · May 31, 2026 RBB Fund, Inc., not summed	201,500	1.03%	+49,040	May 31, 2026	RBB Fund, Inc., not summed
21	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	198,796	1.01%	+50,790	May 31, 2026	American Century ETF Trust, not summed
22	WPG Partners Select Small Cap Value Fund Fund S000074886 · Registered fund · May 31, 2026 RBB Fund, Inc., not summed	192,600	0.98%	+4,582	May 31, 2026	RBB Fund, Inc., not summed
23	Ritchie Jon P Insider CIK 2063755 · May 7, 2026 President, issuer-wide, not summed	179,701	0.92%	-1,538	May 7, 2026	President, issuer-wide, not summed
24	Smathers Steven E Insider CIK 2063495 · Sep 30, 2026 Director, issuer-wide, not summed	179,277	0.92%	+580	Sep 30, 2026	Director, issuer-wide, not summed
25	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	173,093	0.88%	-36,121	Jun 30, 2026	carried, not yet filed for the newest quarter
26	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	155,356	0.79%	+155,356	Jun 30, 2026	carried, not yet filed for the newest quarter
27	STATE OF WISCONSIN INVESTMENT BOARD 13F CIK 854157 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	130,056	0.66%	-14,101	Jun 30, 2026	carried, not yet filed for the newest quarter
28	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	119,705	0.61%	-17,095	Jun 30, 2026	carried, not yet filed for the newest quarter
29	DONALD SMITH & CO., INC. 13F CIK 814375 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	116,420	0.59%	+116,420	Jun 30, 2026	carried, not yet filed for the newest quarter
30	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	107,695	0.55%	+36,345	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Interval Partners, LP 13F CIK 1590228 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	105,315	0.54%	-11,388	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	103,041	0.53%	-5,157	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	98,374	0.50%	-4,814	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Inspire Investing, LLC 13F CIK 1670139 · Registered investment adviser · Sep 30, 2026	92,904	0.47%	+92,904	Sep 30, 2026
35	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	91,234	0.47%	-5,578	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Lurie Benjamin A Insider CIK 2065678 · Mar 2, 2026 Chief Financial Officer, issuer-wide, not summed	85,534	0.44%	+3,166	Mar 2, 2026	Chief Financial Officer, issuer-wide, not summed
37	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	84,947	0.43%	+5,586	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,333	0.03%	+322	Jun 30, 2026	Northern Funds, not summed
38	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	77,407	0.40%	+3,687	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
39	Lighthouse Investment Partners, LLC 13F CIK 1600344 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	74,058	0.38%	+74,058	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	72,200	0.37%	+18,200	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Victory Integrity Discovery Fund Fund S000046401 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	41,000	0.21%	+11,600	Jun 30, 2026	Victory Portfolios, not summed
40.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	1,265	0.01%	+9	Jul 31, 2026	Victory Portfolios III, not summed
41	Man Group plc 13F CIK 1637460 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	69,496	0.35%	+10,961	Jun 30, 2026	carried, not yet filed for the newest quarter
42	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	66,877	0.34%	+1,707	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	33,031	0.17%	-246	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
42.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	28,630	0.15%	+2,243	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
42.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	5,000	0.03%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	66,430	0.34%	-114,750	Jun 30, 2026	carried, not yet filed for the newest quarter
44	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	64,331	0.33%	-37,187	Jun 30, 2026	carried, not yet filed for the newest quarter
45	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	63,320	0.32%	-16,329	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	62,041	0.32%	+22,500	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
47	NORTH SQUARE DYNAMIC SMALL CAP FUND Fund S000063485 · Registered fund · Aug 31, 2026 Exchange Place Advisors Trust, not summed	60,646	0.31%	—	Aug 31, 2026	Exchange Place Advisors Trust, not summed
48	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	51,086	0.26%	-1,557	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	50,185	0.26%	+8,323	Jun 30, 2026	carried, not yet filed for the newest quarter
50	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	48,200	0.25%	-429,576	Jun 30, 2026	carried, not yet filed for the newest quarter

1 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 197 holders

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Key facts CIK 2007587 CUSIP 026948109 13F (30d) 14 filings 14 filers Visit website Investor relations